Investor's Champion Podcast (Hosted by Investor's Champion)

In this episode of the Investor’s Champion Podcast, we hear Chris and Lee run through key news events affecting the UK share market and company-specific news including Louis Vuitton, Fever Tree, Time Finance, Aquis Exchange, CVS Group, On The Beach Group, AB Dynamics, Fonix Mobile and much more.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

 Links & Resources:

Visit Investor’s Champion here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Filtronic (AIM: FTC), Spotify (SPOT), META (META), Alphabet (GOOG), Nestle, Hermes International, BHP Group, Associated British Foods (ABF), JD Sports (JD), Supreme (AIM: SUP), Jet2 (JET2), Warpaint London (AIM: W7L) and Sanderson Design Group (AIM: SDG)

Timestamps:

1:10 Filtronic

5:50 Spotify

9:30 Meta

10:50 IC Ultimate Stocks Portfolio update on Alphabet, Microsoft & Nestle

15:20 French super luxury brand Hermes International

17:30 BHP International proposed buyout of Anlgo American

20:50 JD Sports

21:50 Supreme

24:30 Jet2

26:00 Warpaint

29:20 Sanderson Design Group

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, Lee and Chris delve into topical issues affecting the UK investment market. They start with a comprehensive discussion on AI's burgeoning influence on stock markets and touch on how companies like Nvidia and Microsoft are pioneering this space.

This is followed by an insightful look into small-cap companies, including the impressive performances of System1 and Craneware, and the challenges faced by ActiveOps and Shoezone.

The hosts also discuss timeless investment strategies, underscored by the enduring success of timber distributor James Latham. Closing remarks emphasize the importance of staying attuned to market trends and educate investors on identifying future opportunities.

Timestamps:

01:48 Small Caps Spotlight: System1

04:55 AI's Influence on Major Tech Companies

07:53 Robinhood's AI Acquisition

11:03 The Energy Demand of AI

13:28 Footwear Market Trends

15:29 The Rise of Niche Shoe Brands

16:50 Birkenstock's Surprising Comeback

17:55 Nike and Asics: A Tale of Two Giants

19:08 Common Sense Investing

20:16 UK Small Cap Space: Shoe Zone's Struggles

21:59 Craneware: A Data-Driven Healthcare Solution

23:42 Active Ops: The Class of 2021

26:08 James Latham: The Timber Titan

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, hosts Chris and Lee focus on some standout successful companies listed on the AIM market. They dive into the growth journeys of companies like Yu Group, Elixirr, Fonix, Time Finance, AB Dynamics, CVS Group, and Jet2.

They highlight the importance of founder ownership, patience, and understanding business models for long-term investment success. The episode also touches upon Raspberry Pi's impressive IPO performance on the main market and concludes with a recommendation to diversify investments across multiple good issues.

Timestamps:

00:29 Market News and Spotlight on AIM Companies

01:43 Yu Group: A Roller Coaster Journey

04:49 Elixirr: Ambitious Growth

06:12 Fonix: Mobile Payment Specialist

09:06 Time Finance: Bonkers Bargain

11:35 AB Dynamics: From Tiddler to Titan

13:53 CVS Group: Veterinary Services

16:57 Jet2: Soaring High

20:20 Raspberry Pi: IPO Success

21:17 Conclusion and Final Thoughts

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, hosts Lee and Chris provide a comprehensive analysis of the UK share market, specifically focusing on small cap and AIM-listed companies. They discuss the implications of potential capital gains tax changes, the impact of Philip Meeson's share sale from Jet2, and Nvidia CEO's stock sell-off amidst antitrust investigations.

The episode features deep dives into three promising small caps: Gamma Communications, hVIVO, and Keystone Law. The hosts also cover challenges faced by other companies like Next 15, Inspecs Group, and Frontier Developments, along with their views on SigmaRoc's acquisitions and the Property Franchise Group's merger with Belvoir. They conclude with thoughts on Fevertree's mixed growth results. Listeners can expect valuable insights on investment strategies, market trends, and potential tax implications.

Timestamps:

00:28 Focus on AIM and Small Caps

00:57 Capital Gains Tax and Market Reactions

01:29 Philip Meeson's Share Sale

02:39 Nvidia CEO's Share Sales and Market Impact

05:26 Spotlight on Small Cap Stocks

08:24 Inheritance Tax Planning Concerns

12:37 Next 15's Profit Warning and Communication Issues

16:16 Handling Market Uncertainty

16:48 The Struggles of Inspects

19:56 Frontier Developments: A Cautious Approach

22:31 SigmaRoc's Acquisition Challenges

25:48 Property Franchise Group Merger

27:32 Fevertree's Global Growth Strategy

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss recent movements and interesting topics affecting UK investors, particularly focusing on AIM and small cap stocks.

They highlight the contrasting fortunes of companies like Warpaint London and Revolution Beauty, and cover news from other companies including YouGov, Intercede, Chapel Down, Gear 4 Music, Supreme, Time Finance, and PCI PAL. The episode also touches on notable market activities such as Carlsberg's takeover attempt of Britvic, providing insights and analysis for keen investors.

Timestamps:

01:18 Britvic Takeover Bid by Carlsberg

03:02 YouGov's Profit Warning and Analysis

10:02 Franchise Brands: A Diverse Portfolio

15:15 Warpaint London vs. Revolution Beauty

20:26 Intercede Cyber–security Software Company Update

21:04 Chapel Down's Strategic Review

22:22 Gear for Music's Business Challenges

26:06 Supreme's Controversial Diversification

30:20 Time Finance: A Bonkers Bargain

31:53 PCI PAL's Legal Victory

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering News from our Ultimate Stocks Portfolio including Apple, quarterly results and mammoth share buybacks. Starbucks – what’s going wrong? McDonalds – growing, but it’s new breakfast offering could be healthier. We mention Coca Cola.

An extended Discussion of Whitbread (Premier Inn) and the hotel industry in general with comparison to Intercontinental Hotel Group. St James Place – more contradictions and comparison with Hargreaves Lansdown’s update

Then on to UK Small Caps and AIM, Bonkers Bargain James Cropper. Card Factory – doing well and going cheap? HSS Hire: a radically new business evolves. Anexo: when profits and earnings deceive.

Timestamps:

1:10 Apple quarterly results and share buy backs.

5:20 Starbucks struggling.

7:50 McDonald’s.

9:00 Coca Cola and Warren Buffet.

11:10 Comparing Whitbread’s Premier Inn Business model to Intercontinental Hotels business model.

22:40 St James Place.

24:40 Bonkers bargain James Cropper.

27:20 Card Factory.

28:50 HSS Hire Group

31:20 Anexo red flag to look out for.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

Welcome to the first episode of The Investor's Champion Podcast 

Investor’s Champion is jam-packed with high-quality content covering companies, funds, economics and global events – all to help you make your money go further.

The goal of this podcast is to give you a quick but informative rundown of some interesting topics affecting UK investors and a rundown of the biggest movers in the UK share market including AIM and some bonkers bargains for you to take a closer look at.

Please visit the Investor's Champion website here: https://www.investorschampion.com/

In this week's episode of the Investor’s Champion Podcast, we hear Chris and Lee run through key news events including Nvidia, Super Micro Computer, Vertiv Holdings, Coca-Cola, Hermes International, Dunelm, Bloomsbury Publishing, Jet2, Jarvis Securities, Water Intelligence and much more

Timestamps:

1:10 UK economic news

3:00 Japanese Nikkei news

3:30 Hermes International (RMS)

5:30 AI stocks Nvidia (US:NVDA), Super Micro Computer (US:SMCI), Vertiv Holdings (US:VRT)

12:00 Coca-Cola (US:KO)

15:20 Dunelm (DNLM)

18:15 Bloomsbury Publishing (BMY)

20:20 Jet2 (JET2)

23:30 Jarvis Securities (JIM)

26:15 Water Intelligence (WATR)

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investor’s Champion Podcast, the discussion focuses on the rampant takeover activity in the UK stock market, particularly in AIM stocks. Chris and Lee delve into why takeovers are occurring at such a high rate, citing factors such as the UK's undervalued shares, the influx of private equity, and broader economic and political uncertainties including Brexit.

The conversation also highlights notable takeovers, both positive and negative, and the impact on shareholders and the UK investment landscape. By emphasizing the importance of patience in investing, Chris suggests that UK investors might be missing out on long-term benefits by selling too soon.

Timestamps:

01:16 The Takeover Mania in the UK Stock Market

01:40 Why UK Stocks are Attractive for Takeovers

02:31 The Role of Private Equity and UK Institutions in Takeovers

05:17 Brexit and Political Uncertainty: Impact on UK Market

06:32 Exploring the Value in UK Stocks and Market Trends

15:02 The London Stock Exchange's Shift in Focus

20:03 Investor Psychology and the Future of UK Investing

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including; inflation numbers, Mercedes, Chysler, Apple, Reddit, Next (NXT), Unilever (ULVR), Hostelworld (HSW) Electrical Contractor T Clarke (CTO), Microsalt (SALT), M.P.Evans (MPE), Yu Group (YU), Jusges Scientific (JDG) and Focusrite (TUNE).

Timestamps:

1:35 UK inflation, interest rates and stock indices.

3:40 Apple under investigation by the DOJ

6:00 Why are the big car manufacturers so cheap.

8:15 Reddit’s IPO in the US.

10:30 Discussing Next.

12:15 Discussing Unilever.

17:15 Discussing Hostelworld.

19:25 Discussing electrical contractor T Clarke.

22:30 Discussing AIM News and a new IPO called Microsalt.

23:30 Discussing M.P.Evans Group.

24:50 Discussing Yu Group.

26:30 Discussing Judges Scientific.

27:45 Discussing Focusrite.

30:00 Discussing a couple of stocking small caps

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, hosts Chris and Lee kick off with personal chit-chat about Olympics before diving deep into recent market turmoil, notably analysing the severe crash in Japan's Nikkei index. The conversation transitions into Warren Buffett's significant Apple stock sell-off, the correlation between cryptocurrencies and traditional markets, as well as the impact of Google's recent antitrust case.

They discuss the UK's housing market's unexpected rise in house prices and the prospective merger between major house builders Barratt and Redrow. Further, they highlight promising stocks in the UK market, including Property Franchise Group and Michelmersh Brick Holdings. The episode wraps up with a discussion on the prevalence of share buybacks and the introduction of the AIM for Income portfolios, spotlighting high-yield opportunities. Chris advises caution and strategic thinking during volatile times, emphasizing the importance of investing in resilient companies.

Timestamps:

00:25 Casual Chat: Olympics and Personal Interests

01:27 Market Insights: Recent Mini Crash

02:32 Impact on Technology Stocks and Crypto

07:44 Berkshire Hathaway's Moves and Cash Position

09:58 Google's Antitrust Case and Its Implications

13:01 Hargreaves Lansdown Takeover

16:01 Jarvis Securities and Its Business Model

16:25 Challenges Faced by Jarvis

17:47 Impact of Skilled Person Review on Jarvis

19:33 Positive News in the UK Housing Sector

20:49 Property Franchise Group and Its Growth

22:52 Bonkers Bargains: Michelmersh Brick Holdings.

23:57 Discussion on Share Buybacks

31:09 Performance of the AIM for Income Portfolio

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from our Disney slowing inching into profit, part of our Ultimate Stocks Portfolio. Pandemic-era winners big fall in value – but need to look at the detail. Frontier Developments video game developer – it’s all about the free cash flow, or lack of it and Airbnb – a closer look at one of our favourites.

Timestamps:

1:20 FTSE and UK economy news

5:35 Olive prices

6:10 Zoom Video Communications (ZM)

9:20 Boohoo Group (BOO)

12:50 An overview of the IC portfolios

15:10 Walt Disney (US:DIS)

20:20 Frontier Developments (AIM: FDEV)

23:20 The Brighton Pier Group (AIM:PIER)

26:00 Airbnb (ABNB)

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including Warren Buffett’s annual shareholder letter and plenty of company news covering St James Place, Berkshire Hathaway, Apple, Currys, Ocado, British Airways, Howdens, Aston Martin, Tristel, Marlowe, Brickability, Kitwave and Avingtrans

Timestamps:

1:40 Warren Buffett's annual shareholder letter.

5:15 UK competition watchdog opens probe into 8 housebuilders.

7:20 Ocado, yet to make a profit.

8:45 Currys takeover proposal.

9:30 Howdens expanding into Europe.

11:30 British Airways flying high.

12:45 St James Place feeling the pain.

17:00 Aston Martin, perhaps not luxury enough.

19:10 Tristel making headway in the US.

20:10 Marlowe claims shareholder value delivered, but has it really?

23:00 Big purchase from the retiring Brickability CEO.

23:50 Kitwave, great results and dividend increase.

25:45 Avingtrans, is tough to value, but plenty of potential

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, Chris and Lee provide an informative rundown on topics affecting UK investors. They delve into key market movers, including Nvidia's impressive, yet scrutinized, quarterly results, and Warren Buffett's Berkshire Hathaway crossing the $1 trillion mark.

The discussion also covers smaller UK companies like Focusrite and Aquis Exchange, examining their market performance and future prospects. Additional highlights include a deep dive into the challenges faced by online wine retailer Naked Wines and the revenue growth of pawnbroker and jewellery retailer H&T Group.

Timestamps:

00:47 Market Overview and Profit Warnings

01:43 Nvidia's Impressive Growth

03:54 Concerns About AI and Market Focus

06:52 Warren Buffett and Berkshire Hathaway's Success

15:19 Lessons for Companies and Investors

15:31 Small Cap News: Profit Warnings and Challenges

15:34 Focusrite: Struggles and Potential

19:54 Aquis Exchange: A Personal Favourite

22:25 Naked Wines: A Tough Business Model

25:14 H&T Group: A Strong Performer

28:22 Wrapping Up: A Diverse Range of Companies

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news affecting UK investors, Costco’s unique business model, Lok’n Store (AIM:LOK), Surface Transforms (AIM:SCE), Stonking Small Cap Hvivo, Cake Box Holdings (AIM:CBOX), Cake Box Holdings (AIM:CBOX), Epwin Group (AIM: EPWN), M&C Saatchi (AIM:SAA) and Polar Capital Holdings (AIM:POLR).

Timestamps:

1:15 News affecting UK investors.

5:30 Costco’s unique business model.

10:15 Lok’n Store (AIM:LOK)

12:15 Surface Transforms (AIM:SCE)

15:30 Stonking Small Cap Hvivo 

16:45 Cake Box Holdings (AIM:CBOX)

18:30 Epwin Group (AIM: EPWN)

19:40 M&C Saatchi (AIM:SAA)

21:45 Treatt (TET)

24:30 Polar Capital Holdings (AIM:POLR)

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news from companies in the travel sector, TUI and On the Beach. More takeover news from IQGeo. An update from one of our ultimate stocks, Experian. AIM and UK small cap focus Brickability, Michelmersh Brick Holdings, Lords, Angling Direct, Zotefoams, Creo Medical and Renew 

Timestamps:

1:20 FTSE and UK economy news including more take overs.

13:10 Travel news from TUI and On the Beach Group (LON:OTB).

15:30 Experian (LON:EXPN)

17:40 Brickability Group (AIM:BRCK), Michelmersh Brick Holdings (AIM: MBH) and Lords (AIM:LORD).

23:00 Angling Direct (AIM: ANG).

27:10 Innovation vs boring Zotefoams (LON:ZTF) and Creo Medical (AIM: CREO) vs Renew (AIM: RNWH).

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion podcast, institutional investors' attraction to private equity and the impact of rising interest rates on this trend are discussed. Topics include notable company performances, with a focus on Hargreaves Lansdown and its private equity involvement, the struggles and successes in the electric vehicle market, and Tesla's impressive stock option benefits.

Other companies analysed include Adobe, Games Workshop, AOTI, and UK-based MP Evans. The podcast also covers various companies' recent financial activities and the continuing trend of private companies moving off public markets.

Timestamps:

01:45 Hargreaves Lansdown and Private Equity Deals

03:58 Electric Vehicle Startups and Market Challenges

05:02 The Rise of Tesla and Employee Millionaires

06:04 Nvidia's Meteoric Rise and Market Dominance

07:51 Adobe's Success and Subscription Model Controversies

12:55 Games Workshop's Growth and Amazon Deal

14:40 New Arrival: AOTI Medical Technology Group

16:45 Alpha Financial leaving AIM?

17:27 Concerns Over AIM Companies and IPOs

19:40 Private Equity's Impact on Funding

21:16 House Prices and Market Distortions

22:06 MP Evans: A Sustainable Palm Oil Producer

23:44 Tristel and Brickability: Contrasting founders

26:33 Intercede: A Cybersecurity Success Story

28:26 Tatton Asset Management's Growth

29:57 Young & Co and Victoria: A Tale of Two Companies

31:34 Understanding Financial Accounts and Conclusion

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast, we hear Chris and Lee run through key news events including leaning patience and company-specific news from McDonald's, Uber, ARM Holdings, Barrats, PCI-PAL, Alumasc, Sondrel, Sanderson Design Group and many more.

Timestamps:

1:00 International market: McDonalds, and Uber

11:30 UK main market: Barrett, Red Row and British American Tobacco

17:30 AIM market: Alumsac, Beeks Financial, Filtronic, PIC-PAL, Sanderson Design Group, Sondrel

27:45 What can we learn from the US when it comes to marketing UK companies

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast, we hear Chris and Lee run through key news events affecting the UK share market and company-specific news including Alphabet, Meta, Microsoft, Volvo, WH Smiths, Argentex, hVIVO Renew Holdings, Brickability, Gusbourne, and many more.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion podcast, hosts Chris and Lee discuss various factors influencing investment decisions, focusing on the UK market. Key topics include the pension bill aimed at consolidating lost pension pots, the recent performance of major retail companies like Burberry, Frasers, and speculative investments in small-cap companies.

Various sectors are analysed, from construction materials with Alumasc to Artisanal spirits and high-speed banknote authentication, Spectra Systems. The discussion provides insights into the challenges and potential of the UK retail sector, the implications of pension management, and the growth prospects of industrial and niche market players.

Timestamps:

01:45 Discussion on Pension Bill and Lost Pension Pots

05:11 Retail Sector Analysis: Burberry's Challenges

07:10 Luxury Brands and Ethical Concerns

09:44 Positive News from Fraser's Group

11:52 Small Cap Investments and Market Trends

14:02 Bonkers Bargains: Alumasc and Artisanal Spirits

16:36 Renold, Industrial Chains

19:45 Exploring the ME Group

22:01 Spectra Systems' Surprising Growth

25:46 Insights on Small Cap Investing

31:32 Potential Growth Sectors

33:41 Concluding Thoughts and Future Episodes

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, the hosts discuss a variety of topics affecting UK investors including significant movers in the UK share market, intriguing investment opportunities, and the impact of current events on the stock market. The conversation touches on the tech sector's recent sell-off, the investment strategies of quality growth managers, and analysis of major companies like NVIDIA, Alphabet, Unilever, and Nestle.

The hosts also delve into smaller cap news, highlighting companies such as Nichols, LBG Media, and Nexteq. Additionally, they explore the potential recovery of airline stocks and discuss the business strategies of FRP Advisory Group and Tristel. The episode concludes with a reflective discussion on traditional investing wisdom and the importance of understanding company fundamentals. Check the Investors Champion website for more detailed reports and analysis.

Timestamps:

00:44 Market Overview, including Tech Stocks NVIDIA's and Alphabet.

08:06 Unilever and Nestle: Legacy Brands in Modern Markets

10:36 Airline Industry Insights: Ryanair vs. EasyJet

14:27 Small Cap News: LBG Media's Impressive Growth

16:28 Nichols: The Legacy of Vimto

18:51 Nexteq’s Casino Control Boxes

21:44 FRP Advisory Group: Corporate Restructuring

24:05 Tristel: Infection Prevention Success

26:42 Conclusion and Final Thoughts

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, Chris and Lee provide an analysis of Next PLC's interim results, highlighting them as a benchmark for how companies should present financial updates.

The discussion contrasts Next PLC's comprehensive and transparent reporting with that of Next 15. They also touch upon the recent performance of the S&P 500, driven by a significant interest rate cut by the Federal Reserve, and critique the Bank of England's cautious approach. The episode is a must-listen for investors seeking valuable lessons in effective financial communication from companies they wish to invest in.

Timestamps:

00:28 Next PLC's Impressive Interim Reports

01:46 S&P 500 and Market Sentiments

03:10 Next PLC: A Benchmark for Presenting Results

05:39 Next PLC's Strategic Insights and Future Plans

07:28 The Challenges and Successes of Retail Stocks

10:57 Final Thoughts and Recommendations

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Read Next PLC’s interim trading update: https://www.rns-pdf.londonstockexchange.com/rns/7783E_1-2024-9-18.pdf

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Cocoa prices, Donald Trump’s Truth Social IPO valuation, Sir Martin Sorrell's S4 Capital (SFOR), Artisanal Spirits Company (AIM: ART), James Halstead (AIM:JHD), Virgin Wines (AIM: VINO), Bioventix (AIM:BVXP), Michelmersh Brick Holdings (MBH), Time Finance (LON:TIME formerly 1pm), Fevertree Drinks (AIM:FEVR), Good Energy (AIM:GOOD), Big Technologies (AIM: BIG), Gemfields Group Ltd (AIM:GEM) and a short bonus insight from Chris on memorable meetings with company management.

Timestamps:

1:45 Cocoa prices

3:30 Donald Trump’s Truth Social IPO valuation

5:45 S4 Capital (SFOR)

8:30 Artisanal Spirits Company (AIM: ART)

9:45 James Halstead (AIM:JHD)

11:00 Investing lesson on margins looking at Virgin Wines (AIM: VINO) and Bioventix (AIM:BVXP)

16:15 What is a bonkers bargain

17:00 Bonkers bargain Michelmersh Brick Holdings (MBH) and Time Finance (LON:TIME formerly 1pm)

20:45 Fevertree Drinks (AIM:FEVR)

22:45 Good Energy (AIM:GOOD)

27:20 Stonking small-cap Big Technologies (AIM: BIG)

30:00 Hidden Gem, Gemfields Group Ltd (AIM:GEM)

36:30 Short bonus insight from Chris on memorable meetings with company management.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including Chris’s letter he sent to the London Stock Exchange, Gold, Bitcoin, Greggs, Premier Foods, Melrose Industries, ITV, Science in Sports, Nichols, Mattoli Woods, Spirent Communications and subscription-based companies on AIM.

Timestamps:

1:10 Chris’s letter to the London Stock Exchange.

2:25 Gold, Bitcoin and Nvidia are all making new all-time highs.

7:45 Greggs, a potential growth play.

10:45 Premier Foods.

12:15 ITV.

14:30 Melrose Industries.

15:45 Science in Sports.

17:30 Nichols Soft Drinks.

20:00 AIM Takeovers, Mattoli Woods and Spirent Communications

23:40 Subscription-based companies on AIM.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode, Chris and Lee discuss the latest performance and outlook of several UK companies listed on AIM. The conversation ranges from high dividend-paying stocks in the income booster’s portfolio to the potential impact of UK tax changes.

They also touch on specific companies from house building, construction materials, aerospace, and healthcare software. Featured companies include Hargreaves Lansdown, Page Group, Rightmove, Filtronic, Ashtead Technology, and Craneware, as well as 'bonkers bargains' like Alumasc and Michelmersh Brick Holdings. The episode concludes with a look at Jet2's growth amid market challenges and Churchill China's resilient performance in the hospitality sector.

Timestamps:

00:28 Income Boosters Portfolio Update

03:45 Government Policy Changes

06:10 Rightmove a UK Success Story

09:23 Small Cap News: Filtronic, Ashtead Technology, and Craneware

16:39 Bonkers Bargains Alumasc and Michelmersh brick holdings

22:41 Spotlight on Churchill China

25:20 Conclusion and Next Week's Preview

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week’s episode of the Investors Champion Podcast, hosts Lee and Chris discuss the latest significant movers in the UK share market, including the positive court ruling for PCI-PAL and the resurgence of Marks & Spencer. They delve into the business potential and obstacles for companies like Naked Wines and Mitchells & Butlers. The episode also highlights major international topics such as Nvidia's dominance and unprecedented growth due to its AI chips. Additionally, the episode features discussions on intriguing investment opportunities like XP Power and upcoming bonkers bargains like IXICO. The podcast concludes with an analysis of Bloomsbury Publishing's latest financial performance and considerations for its future prospects.

Timestamps:

01:05 Diving into today's hot topics: House Prices, Elections, and More

01:32 Celebrating a Legal Victory for PCI Pal

03:32 UK House Prices Surge: A Sign of Economic Health?

04:05 The Impact of the General Election on the Stock Market

05:54 NVIDIA: Dominating the AI Revolution

09:51 Back to the UK: Retail Sector Insights

13:31 Evaluating Brand Value and Asset Worth in the Hospitality Sector

14:10 Young & Co's 

15:52 The Quirks of Share Voting Rights and Market Dynamics

17:27 Naked Wines: Analysing the Risks of an Online-Only Business Model

21:09 XP Power's Takeover Offer

24:00 Emerging Opportunities in Neuroscience: Ixico's Potential

25:02 The Video Gaming Industry: Keyword Studios' Takeover Approach

28:04 Bloomsbury Publishing: Navigating the Volatility of Blockbuster Titles

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering news affecting UK investors. An analysis of companies that have used an acquisition strategy for growth, asking the question – does it make sense discussing Future (AIM: FUTR), Gooch & Housego (AIM: GHH), AB Dynamics (AIM: ABDP) and RBG Holdings (AIM: RBGP). Wrapping up with some company-specific news from Frontier Developments (AIM: FDEV) and James Latham (AIM:LTHM).

Timestamps:

2:00 UK sews affecting UK investors.

9:15 International news affecting UK investors.

15:00 An analysis of the current value of the P/E ratio.

20:15 Acquisition strategies, do they make sense covering Future, Gooch & Housego, AB Dynamics and RBG Holdings

34:30 Company specific news from Frontier Developments and James Latham.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion podcast, hosts Chris and Lee delve into several key topics shaping the UK investment landscape. They start by celebrating the recent IPO of Raspberry Pi on the London Stock Exchange, they highlight the firm's market performance and its far-reaching applications.

The conversation then transitions to Elon Musk's controversial $46 billion pay deal and its potential implications for Tesla shareholders. The podcast also explores Halma's record revenues, the steady performance of small caps like Cakebox and Renew, and the market positioning of RWS Holdings amidst AI growth. They close with a focus on the clean financial reporting of Castings and the strategic moves of Public Policy Holdings. Discussing the British AIM-listed company with a solid dividend yield and significant acquisitions driven by cash flow. This episode offers valuable insights for UK investors, presenting emerging opportunities.

Timestamps:

01:28 Raspberry Pi IPO Success

04:00 Elon Musk's Controversial Pay Deal

15:14 Apple's Partnership with OpenAI

16:48 Halma's Record-Breaking Performance

19:20 The Value of Quality Stocks

20:28 UK Small Caps: Cake Box Holdings

25:38 Renew: Engineering Services and National Grid

27:24 RWS Holdings: Navigating AI Challenges

31:14 Castings: A Traditional Business with Strong Returns

33:11 Public Policy Holdings: A Hidden Gem

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, hosts Chris and Lee discuss a variety of topics affecting UK investors, starting with the potential impact of the Olympics on businesses and product placements. They cover the recent Bank of England rate cut and its significance for the stock market and small-cap companies.

Key company updates include analysis of St. James's Place, Games Workshop, McDonald's, Microsoft, and Meta, along with smaller SaaS companies like Quartix Technologies, Dotgigital, Eleco, and Fintel. Throughout the discussion, they highlight annualized recurring revenues, customer churn, and the importance of focusing on core products for business success.

Timestamps:

01:05 Olympics

03:14 Bank of England Rate Cuts and Market Impact

04:43 Mortgage Advice Bureau and Housing Market

06:03 Ultimate Stocks Portfolio Updates

06:18 Games Workshop: A UK Success Story

08:20 Diageo's Struggles and Bright Spots

10:27 McDonald's Resilience and New Initiatives

11:36 Microsoft's Continued Dominance

13:39 Meta's Impressive Performance and AI Focus

18:08 Market Sentiment and Portfolio Decisions

18:37 UK Stock Market Insights

22:22 Small Caps and AIM Market Highlights

24:38 SaaS Companies Performance Review

30:40 Fintel's Acquisition Strategy

34:04 Concluding Thoughts and Future Discussions

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion podcast, hosts Chris and Lee discuss the challenges faced by companies like National Grid and UK water companies in balancing dividends with capital expenditure. They delve into recent market moves including the ECB's rate cuts and UK construction's growth, and evaluate the potential undervaluation of Tesla amidst its diverse technology portfolios.

The episode highlights various UK stocks, such as Ramsden's, WH Smith, and Fever Tree, and investigates the financial health and future prospects of these companies.

Fund managers like Polar Capital and Premier Miton are also examined for their potential growth and dividend yields. The podcast concludes with a look at bonkers bargains like Gemfields, promising opportunities for shrewd investors.

Timestamps:

01:17 Weekly News and Stock Updates

01:45 ECB Rate Cuts and UK Construction Boom

04:01 National Grid's Financial Struggles

10:47 NVIDIA's Market Milestone

13:51 Tesla's Valuation Debate

16:11 Fund Managers Premier Miton, Impax, Lion Trust and Market Trends

18:03 Dividend Payers and Market Outlook

19:16 Pawn brokers Ramsdens and HT&T

22:43 WHSmith: High Street vs. Travel Retail

28:24 Investment Insights: Trustpilot and Tech Giants

30:56 Quick Company Reviews: Fever Tree, InSpec's Group, and Gemfields

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, Chris and Lee discuss intriguing investment opportunities, focusing on 'bonkers bargains' - stocks with strong fundamentals but undervalued due to market conditions. They highlight small cap companies like Time Finance and Alumasc, and delve into an unusual pick, Gemfields Group.

The episode emphasizes the importance of balancing growth stocks with deep value investments, and the potential long-term rewards and risks in small cap investing. Chris also touches upon the importance of market research and diversification while noting some of their past successes and disappointments in the 'bonkers bargains' category.

They conclude with advice on portfolio composition and a note on the challenging market environment due to impending tax changes and budget announcements.

Timestamps:

00:27 Market Frustrations and Bonkers Bargains

01:17 Defining Bonkers Bargains

03:05 Success Stories: Time Finance

06:54 Construction Materials Sector & Alumasc

09:10 New Additions to the Bonkers Bargains List

12:01 Portfolio Strategy and Diversification

15:00 Bonkers Bargain XP Power

21:20 Concluding Thoughts

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Watch Chris’s Small-Cap webinar here: https://fundamentalasset.com/educational-webinars/

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events including; Trainline (TRN), Bitcoin (BTC), CVS Group (CVSG), Voadafone (VOD), Fonix Mobile (FNX), H&T Group (AIM:HAT), Ramsdens (AIM:RFX), Advanced Medical Solutions (AIM: AMS), Keywords Studios (AIM:KWS), IXICO (IXI), Victoria (AIM: VCP) Gym Group (GYM), Restore (AIM: RST).

Timestamps:

1:15 What does Chris think of Bitcoin as an Investment?

4:05 Chris’s thoughts on the UK competition watchdog launches probe into vet’s market.

7:40 Vodafone cuts its dividend by 50%.

10:00 A real UK success story Trainline (TRN).

12:15 Fonix mobile (FNX).

14:45 Pawnbrokers HT&T Group and Ramsdens.

17:15 Advanced Medical Solutions (AIM: AMS).

18:30 Keywords Studios (AIM:KWS).

21:00 IXICO (IXI).

23:30 Three indebted companies to watch or maybe to avoid Victoria, Gym Group, and Restore.

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this episode of the Investors Champion Podcast, Chris and Lee cover a range of topics impacting UK investors. Key highlights include a discussion on the UK economy's unexpected 0.4% growth in May, the Bank of England’s potential reluctance to cut interest rates, and significant new FCA rules affecting listed companies. 

Chris and Lee, provide insights into several companies, such as Jet2's record profits, Domino's operator DP Poland's growth, and Hostels World's improving financials. Additionally, they touch on the potential impact of the new National Wealth Fund and exciting new listings like Rosebank Industries, likened to the successful Melrose model.

Timestamps:

01:23 UK Economy Update

02:59 New FCA Listing Rules

08:27 Carlsberg's Acquisition of Britvic

09:29 Jet2's Record Profits and Expansion

14:42 DP Poland's Growth and Challenges

17:37 Loungers' Expansion and Success

20:45 The Rise of TimeOut Markets

23:41 Hostelworld's Social Network Strategy

26:41 Science in Sport's New Management

31:26 Introducing Rosebank Industries

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

In this week's episode of the Investor’s Champion Podcast. We hear Chris and Lee run through key news events covering Bitcoin, Blackrock hits $10.5 trillion AuM, Tesla lays off 10% of its work force, ASML – 3rd largest company in Europe, LVMH, EasyJet (EZJ), Superdry (SDRY), Dr Martens (DOCS), Chapel Down (AIM:CDG), Ashtead Technology (AIM: AT.), Renold (AIM:RNO), Everyman Media Group (AIM: EMAN), Team17 Group (AIM:TM17), INSPECS Group (AIM:SPEC) and Keystone Law (AIM:KEYS),

Timestamps:

1:10 Bitcoin

2:30 Blackrock

5:10 Tesla

6:20 ASML – 3rd largest company in Europe

7:30 LVMH

9:30 EasyJet

10:30 Superdry and Dr Martens

13:20 Chapel Down Wines

18:10 Ashtead Technology

19:00 Renold

22:10 Everyman Media Group

25:50 Team 17 and INSPECS Group

29:50 Keystone Law

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, portfolio management and stock analysis.

Links & Resources:

Visit Investor’s Champion website here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.

On this episode of Investors Champion Podcast, we hear Chris break down the biggest news affecting the UK share market and company-specific news covering:

• Burberry (BRBY)
• Watches of Switzerland (WOSG)
• Air Astana (new listing)
• Experian (EXPN)
• Sage (SGE)
• Diageo (DGE)
• Currys (CURY)
• Pepco Group
• AJ Bell (AJB)
• Card Factory (CARD)
• Alpha Group International (ALPH)
• Ramsdens (RFX)
• Midwich (MDW)
• Nexteq (NXQ)
• Bitcoin (BTC)

Hope you enjoy this episode and have a wonderful day.

If you like this episode, please let us know by subscribing for future company news and insightful conversations about the markets and stock analysis.

Links & Resources:

Visit Investor’s Champion here: https://www.investorschampion.com/

Follow Investor’s Champion on X here: https://twitter.com/investchampion 

Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.